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MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$695M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,786
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.74%
2 Energy 5.1%
3 Financials 4.85%
4 Industrials 4.53%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$4K ﹤0.01%
250
2052
$4K ﹤0.01%
205
2053
$4K ﹤0.01%
+50
2054
$4K ﹤0.01%
55
2055
$4K ﹤0.01%
400
2056
$4K ﹤0.01%
84
2057
$4K ﹤0.01%
275
2058
$4K ﹤0.01%
336
2059
$4K ﹤0.01%
40
-60
2060
$4K ﹤0.01%
102
-174
2061
$4K ﹤0.01%
338
-33
2062
$4K ﹤0.01%
148
2063
$4K ﹤0.01%
119
2064
$4K ﹤0.01%
2
2065
$4K ﹤0.01%
199
2066
$4K ﹤0.01%
40
2067
$4K ﹤0.01%
237
2068
$4K ﹤0.01%
500
-1,350
2069
$4K ﹤0.01%
111
2070
$4K ﹤0.01%
300
2071
$4K ﹤0.01%
183
-10
2072
$4K ﹤0.01%
50
2073
$4K ﹤0.01%
41
2074
$4K ﹤0.01%
475
+51
2075
$4K ﹤0.01%
75